Estate Plan Pricing | Florida | Law Office of Jordan W. Jacob

Florida Estate Planning.

Protect your assets and your legacy.

Pick Your Plan.

It’s your life, so your estate plan should be done your way, at a price you can afford.

There is no one-size-fits-all estate plan. No matter your familial status or financial situation, there is an estate plan that is right for your current needs and goals and will remain flexible should anything change in the future. I work with my clients to design fully customized plans with understandable terms and affordable pricing.

ESTATE PLANNING PRICING

How much does estate planning cost?  If you are like most people, this is probably your first question when deciding whether or not to do your estate planning.  In fact, it is the Number 1 question I am asked by potential clients when I meet them.

I will tell you what I tell everyone…it depends!

The cost of a flat fee estate planning package in Florida depends on your family size, your specific estate planning objectives, the complexity of your estate, your financial means, and any special circumstances. 

I have created 6 different packages to cater to different estate planning needs and goals.  See what plan works best for your unique life situation.

 

Stick Hold Wallet Up and Pays for His Estate Planning
WILL-BASED ESTATE PLANNING PACKAGES

BASIC WILL PLAN Package

A plan for what should happen to your money and things if something happens to you; involves probate court action.

ESSENTIAL WILL PLAN Package

A plan for what should happen to your money and things if something happens to you; involves probate court action.

This package also includes a plan for who will take care of your children if something happens to you.

FAMILY WILL PLAN Package

A plan so your spouse can manage and receive your money and things if something happens to you; involves probate court action.

This package also includes a plan for who will take care of your children if something happens to you.

TRUST-BASED ESTATE PLANNING PACKAGES
All Trust-based packages include: Certificate of Trust; Assignment of Personal Property; Personal Property Memorandum; Trust asset inventory; Digital asset key chain; Funding Instructions; Beneficiary Designation instructions; Estate Planning Portfolio binder + 8GB USB key to store digital copy, legacy videos, family photo/videos, testamentary letters, etc.

Essential Trust PLAN Package

A plan for individuals who want the total assurance and peace of mind of knowing their estate will be privately transferred to their heirs with the most ease and convenience possible, and without court involvement.

Family Trust PLAN Package

A plan for families that want the total assurance and peace of mind of knowing their assets and family wealth will be privately transferred to their children with the most ease and convenience possible, and without court involvement.

This package also includes an option to protect your beneficiary’s inheritance from lawsuits, spouses and estate taxes.

WEALTH Trust PLAN Package

A plan for busy families who want the least amount of personal effort and the greatest amount of assurances provided by the Family Trust package AND the comfort of knowing that asset transfers have been taken care of by my law office + MORE.

I DO IT ALL FOR YOU!

Learn more about complex estate planning tools, including: Retirement Trusts, Irrevocable Life Insurance Trusts, Business Entity Formation, Dynasty Trust Planning, Special Needs Trust Planning, Gun Trusts, Pet Trusts, and Prenuptial Agreements.

VIRTUAL ESTATE PLANNING SERVICES

An affordable option for those who need more than basic estate planning, but prefer virtual, rather than in-person assistance from an estate planning lawyer.

Fill Out Online Intake Form

Schedule Virtual Consult

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I Draft and Send Your Plan

You Review, Sign and Fund

“Price is what you pay. Value is what you get.”

– Warren Buffett

WHAT IS FLAT FEE ESTATE PLANNING?

Here’s a bright idea: Clients should pay for only what they need and what they can afford!

Many estate planning lawyers in Florida still charge by the hour. However, these outdated hourly billing models do not work when it comes to Florida estate planning. Unfortunately, clients of those lawyers are left with unexpected bills that are far more expensive than originally estimated and for services they may not have needed. Estate plan pricing should be simple and affordable.

 

Stick has a bright idea! Flat Fee Estate Planning

I charge a flat fee for my estate planning services.

Flat Fee Estate Planning means that you, the client, pay a one-time fixed fee at an agreed upon price for an agreed upon scope of services. I believe this is the best estate plan pricing model, because it allows you to fully understand the amount you are paying and the value you are receiving. As such, you can budget and plan accordingly for payment of your attorney fees.

Some clients pay their flat fee in full, up front. Others want installment payment plans, so they pay me later. I understand the importance of having estate planning documents in place in case of the unexpected, so, no matter how you want to pay, I will work with your budget and financial means to make it work for you.

 

Stick Pays for Estate Planning

Be Careful when you plan

Low Prices Often Leads to Low Value

You may be able to find estate planning lawyers in Florida who offer their services at the lowest cost. As the saying goes, “You Get What You Pay For.” These lawyers will offer you low-cost estate plan pricing up front, but will hit you with substantial fees for any future services. In the long run, this may end up being the highest cost for you and your family.

What if you need to change a beneficiary, trustee, or other fiduciary?  What if you purchase or sell property and need to change your estate planning documents accordingly?  What if the law changes and revisions are necessary to conform your estate planning documents to remain valid and operative?  You can almost guarantee that you will be paying for future amendments to your estate plan with most other lawyers in Florida.

Not to mention, most low cost estate plans are not comprehensive and lack critical documents to ensure your trust is properly funded or protection of your heirs’ inheritance.

Be Cautious of DIY Estate Planning

There are numerous online and do-it-yourself estate planning service options that use seemingly quick and easy fillable forms to generate immediate legal documents.

Did you know that 99% these sites are not run by lawyers!? Do you really trust that?

With a DIY estate plan, you get generic, boilerplate forms that may or may not be valid in Florida and/or fit your estate planning needs and goals.  Florida estate planning documents must meet state-specific requirements and remain up to date with current Florida law.

DIY estate planning documents often overlook critical issues and statutory requirements. Likewise, DIY plans do not provide for future changes in your life and the law.

Unfortunately, in your family’s time of need after your passing, your DIY estate planning documents may result in more costs and problems for your family.

Experience the Difference

The Law Office of Jordan W. Jacob

  • FREE INITIAL CONSULTATION
  • FLAT FEE ESTATE PLAN PRICING
  • INSTALLMENT PAYMENT ARRANGEMENTS
  • KIDS PROTECTION PLAN®
  • “FAMILY WEALTH” LEGACY PLANNING
  • UNIQUE, CUSTOMIZED DOCUMENTS
  • COMPREHENSIVE PLANNING PACKAGES
  • TIMELY NOTICE OF CHANGES IN THE LAW
  • FREE PERIODIC PLAN REVIEWS AND INVENTORY UPDATES
  • FREE MINOR AMENDMENTS** DURING YOUR LIFETIME
  • VIRTUAL ESTATE PLANNING SERVICES
  • DISCOUNTS FOR CLIENT’S ELDER PARENTS’ PLANNING
  • DISCOUNTS FOR CLIENT’S ADULT CHILDREN’S PLANNING
  • DISCOUNTS FOR TRUST/PROBATE ADMINISTRATION SERVICES
  • DISCOUNTS FOR OTHER LEGAL SERVICES

OTHER LAW FIRMS

  • INITIAL CONSULTATION FEE
  • HIGH HOURLY FEES WITH NO BILLING MODEL FOR ESTATE PLAN PRICING
  • GENERIC, BOILERPLATE DOCUMENTS
  • BASIC PLANNING PACKAGES
  • ADDITIONAL FEES FOR ALL FUTURE AMENDMENTS
  • NO WARNING OF CHANGES IN THE LAW
  • NO FOLLOW UP FOR LIFE CHANGES
  • IN-PERSON MEETINGS ONLY
  • NO LEGACY PLANNING, ONLY WORRIED ABOUT ASSETS
  • NO DISCOUNTS FOR CLIENT’S ELDER PARENTS’ PLANNING
  • NO DISCOUNTS FOR CLIENT’S ADULT CHILDREN’S PLANNING
  • EXPENSIVE TRUST/PROBATE ADMINISTRATION SERVICES

* No attorney fee or client cost for estate planning services is final unless and until agreed upon, in writing, by The Law Office of Jordan W. Jacob and the client. Estate plan pricing is subject to change without notice.

** Free Lifetime Minor Amendments available only to clients who designed their original estate plan with The Law Office of Jordan W. Jacob, and shall include: addition/removal of beneficiary, trustee and/or other fiduciary; and/or addition/removal of Trust property. All other estate plan amendments or restatements are available to existing clients of The Law Office of Jordan W. Jacob at an agreed upon flat fee rate. In addition, the Law Office of Jordan W. Jacob offers estate plan amendments or restatements, at an agreed upon flat fee rate, to individuals who designed their estate plan with another attorney or law firm.

FLORIDA ESTATE PLANNING PROCESS

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Complete your Inventory & Assessment.

Schedule an estate planning design session.

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You and I design your customized documents.

Sign your plan with my help and get on enjoying life.

Let’s Plan.

Ready to go? Schedule your estate planning design session with me today.

Let’s Chat.

Not ready to plan? No worries. Schedule a no-cost initial consultation.

Contact Me.

If you just have a question or want to connect, get in touch today.